Property is an investment class much favoured by Australian investors; be it held directly via a residential investment property, through a listed A-REIT or perhaps a premise from where owners conduct a business. In many cases these investments form part of a SMSF. As at March, SMSFs held around $135 billion in non-residential and residential…
April 26, 2023
Issue 44: To SMSF or not – How the sector performs against APRA funds
Probably a question asked by many contemplating starting or continuing to run an SMSF. And rightly so as the decision to directly manage you retirement savings is one that should not be taken lightly by any member of an SMSF. For some, it may also be the anticipated time involved with running an SMSF that…
February 14, 2022
Academic Paper | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Research Summary | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
February 14, 2022
Fact Sheet | Understanding self-managed super fund performance
The SMSF Association engaged the University of Adelaide to examine the financial performance of self-managed super funds (SMSFs) relative to APRA regulated funds. This joint research venture is based on financial statement data from over 318,000 SMSFs for the period 2017 to 2019 – a sample size representing more than 50% of all existing SMSFs.…
March 16, 2021
Cost of Operating SMSFs 2020
Our vision is to enable Australians to take greater control of their financial future through a sustainable Self Managed Super Fund (SMSF) community. We believe that every Australian has the right to a good quality of life in retirement and the right to control their own destiny. Further to this, we believe that better outcomes…
August 20, 2018
FPA Share the Dream 2018 Research Report
The 2018 Financial Planning Week, run by the Financial Planning Association of Australia, focused on the next wave of ‘dreamers’, sharing money wisdom and practical tips with the people raising the next generation, so they can pass on the financial habits and skills that children will need later on in life. The research includes the…
May 28, 2018
2018 SMSF Insights Research Paper: Diversification in self managed super funds
Prepared by Investment Trends for BT Financial Group in partnership with the SMSF Association The SMSF Insights Research Paper on Diversification in SMSFs details the results of a short quantitative online survey of financial planners conducted between February and March 2018. Choosing what investments to include in a portfolio is seldom an easy task. This…
September 18, 2017
SMSF retirement insights – SMSF Association and Accurium research
The SMSF Association and Accurium are the first to publish detailed figures on how the retirement wealth of Australia’s SMSFs have changed post the 2016 SMSF annual tax returns. This new research features the increases in median SMSF balances and provides facts on retirees’ desired lifestyles in retirement including confidence levels on financial health. The…
August 21, 2017
FPA Live the dream 2017 research report
Australians enjoy dreaming about their future and believe in their ability to create the life they want. People happiest with their lot in life are most likely to have a financial plan, according to the FPA Live the Dream report. The national research of working-age Australians also includes fascinating insights into the regrets, dreams, and…